Robert P. Aamodt,  CFP<sup>&reg;</sup> - Financial Advisor

Robert P. Aamodt, CFP®

Rock House Financial

630 N Main St
Farmington, UT 84025
FINANCIAL ADVISOR'S WEBSITE
(801) 447-4200

General

Robert Aamodt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rock House Financial in Farmington, UT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA,ID,IL,MA,MT,UT
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Succession Planning, Sudden Wealth, Personal Taxes

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